Jensen Huang Saga Tests AI Trade Ahead of Anthropic IPO
Channel: Bloomberg Television
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Read a transcript preview of “Jensen Huang Saga Tests AI Trade Ahead of Anthropic IPO” from Bloomberg Television, uploaded on 2026-11-13.
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Language: English (original, creator captions)
[0:16] ♪ PAUL: THIS IS THE ASIA TRADE.
[0:20] HAIDI: THE TOP STORIES THIS HOUR.
[0:25] PAUL: WALL STREET STOCKS FALLING ON THE NVIDIA ROUTE AFTER JENSEN
[0:28] HUANG WAS OUSTED AS CEO FOLLOWING REPORTS OF THREE
[0:31] AFFAIRS, INCLUDING ONE WITH AN ALLEGED CHINESE FIGHT.
[0:38] HAIDI: THE CFO WAS APPOINTED INTERIM CEO.
[0:41] PAUL: WE WILL BE SPEAKING WITH OUR GUESTS ABOUT THE IMPACT ON
[0:45] THE SECTOR FROM THE COMPUTING TO THE POTENTIAL FALLOUT ON SHIP
[0:46] SUPPLY. HAIDI: MORE CAUTION ABOUND.
[0:51] WHAT A WEEK IT HAS BEEN AND IT REALLY COMES DOWN TO THE IMPACT
[0:57] OF WHAT IS HAPPENING WITH JENSEN HUANG, OUSTED AS WE HAD BEEN
[1:01] EXPECTING OVER THE PAST 24 HOURS OR SO, WHEN THAT NEWS FIRST
[1:02] BROKE. A LITTLE MORE CERTAINTY WHEN IT
[1:07] COMES TO THE FUTURE FOR NVIDIA. THE LONG TIME CFO WHO HAS BEEN
[1:10] WITH THE COMPANY FOR OVER A DECADE IS NOW IN PLACE AS THE
[1:12] SEARCH FOR PERMANENT REPLACEMENT CONTINUES.
[1:16] THIS IS THE SET UP WHEN IT COMES TO THE CAUTION WE'VE SEEN ACROSS
[1:17] ASIA. CONTINUING TO WEIGH THE FALLOUT
[1:21] IN THE SHORT-TERM AND THE MEDIUM-TERM, FOR WHAT IS
[1:25] ARGUABLY THE WORLD'S MOST IMPORTANT COMPANY AT THE MOMENT.
[1:30] EK FUTURES OFF BY 1.25%. SEEING MORE POSITIVITY WHEN IT
[1:37] COMES TO THE START OF TRADING IN KOREA.
[1:39] WE ARE ALSO SEEING A BROADER MACRO OUTLOOK BECAUSE AT THIS
[1:41] TIME IT COMES WHEN THERE IS A LOT OF REASSESSMENT AS TO WHAT
[1:48] THESE WAGES WHEN IT COMES TO TIGHTENING MIGHT LOOK LIKE.
[1:53] BRACING FOR A STEPPING UP OF THE PACE FOR INTEREST RATES AND THAT
[1:58] LINKS BACK TO WHAT WE ARE SEEING IN TERMS OF PRESSURE ACROSS
[2:00] BROADER AI TRADING. PAUL: LONGTIME NVIDIA CHIEF
[2:10] FINANCIA